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Insured Municipal Bonds Starting to Look Attractive
(Main Content/blog)
... 10 years or less, and that are insured. Two recent issues worth a good look came from Puerto Rico. The commonwealth has a heavy debt load, a weak economy and persistent budget deficits, and it's had ...
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Dodging the Estate-Tax Bullet
(Main Content/blog)
... Because the exemption is indexed to inflation, the bogie for 2013 will be a little higher—probably around $5.25 million for individuals, for example. Transfers of wealth above the threshold amount are ...
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A TIME FOR PATIENCE
(Main Content/blog)
... may be reached at 931-245-1930 or rob@copelandwealthmanagement.com www.copelandwealthmanagement.com ...
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Retirement Questionnaire
(Main Content/niche markets)
Knowing that you will have enough investment income to retire comfortably can bring enormous peace of mind. And Copeland Wealth Management can help make sure you’re on track. Our planning and investment ...
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Widows: What to Expect
(Main Content/niche markets)
Copeland Wealth Management specializes in helping widows prepare for the future. One of our goals is to provide you with clarity about how our process works. Please take a few minutes to review the steps ...
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Use Generosity to Fight Inheritance Taxes
(Main Content/blog)
... value of a decedent’s estate. A good way to limit the impact of the state tax is known as gifting of assets. Wealthy individuals can give away as much as $13,000 per year to one or more individuals. ...
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Retirement Investors and Retirees
(Main Content/niche markets)
Retirement can be one of the most rich and fulfilling periods in your life. The key is preparation. Rob Copeland, President and CEO of Copeland Wealth Management, has built and managed customized retirement ...
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Investment Bonds
(Main Content/services)
... bonds have historically posted lower returns than stocks over the long term. And when interest rates rise, bond prices typically fall. Copeland Wealth Management has the expertise and experience to determine ...
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Mutual Funds
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... have drawbacks as well. Among their disadvantages are their management, operating and sales fees, which can significantly cut into investors’ returns. Copeland Wealth Management has the expertise to help ...
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Stocks
(Main Content/services)
... in the wake of a corporation’s failure. The purchase of either kind of stock should be well-researched. Copeland Wealth Management uses cutting-edge research tools and years of experience in recommending ...
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Annuties
(Main Content/services)
... are, and how the broker selling it will be compensated. Copeland Wealth Management has the expertise and experience to help you choose the right annuity. ...
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High-Net-Worth Individuals and Families
(Main Content/niche markets)
Your wealth is more than just a number: It is the means to reach your goals and to secure your family’s future. That’s why Copeland Wealth Management approaches our clients’ wealth with as much expertise ...
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Widows & Divorcees
(Main Content/niche markets)
It is unfair to have to deal with financial matters during a time of pain and loss—yet doing so is imperative. At Copeland Wealth Management, we understand how important it is to have a trusted advisor ...
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Executives and Professionals
(Main Content/niche markets)
When it comes to managing their wealth, executives and professionals have unique needs. Their retirement plans are different. Their professional options are greater. And the focus that their work requires ...
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FAQ
(Main Content/resources)
Frequently Asked Questions Who has my money? The majority of Copeland Wealth Management's accounts are custodied at Sterne Agee, a privately held financial services firm based in Birmingham, Ala. Sterne ...
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Estate Planning
(Main Content/services)
... Wealth Management, we partner with the best estate-planning experts in the business to help eliminate uncertainties and minimize taxes. Together, we will work to create the elements of a solid ...
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Retirement Planning
(Main Content/services)
... Wealth Management comes in. We work closely with clients to determine exactly how much income they will need in retirement, how much they need to save, and when they will be able to retire. We help them ...
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401k
(Main Content/services)
... Wealth Management is experienced in helping employers set up 401(k) plans, and in helping employees make the best decisions about their employer-sponsored plans. ...
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IRAs
(Main Content/services)
... have been signed into law on seven occasions, paving the way for specialized new versions and increasing the amount that can be contributed to the accounts. Copeland Wealth Management stays on top of ...
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Portfolio Management
(Main Content/services)
Every investor is different. Each has unique goals, and each is comfortable with a specific level of investment risk. Copeland Wealth Management manages investment portfolios with these considerations ...